Crypto and Stock Market Indicator | Strategy invested $1.25 billion last week, increasing holdings by 13,627 Bitcoin, with total unrealized gains exceeding $10.5 billion; Bitmine's holdings increased to 4.168 million ETH, with an unrealized loss of $3.225 billion (January 13)

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Editor’s Note: After a significant correction at the beginning of the year, precious metals and traditional US stock markets have once again entered a new round of upward movement; Japanese and Korean stock markets, A-shares, and Hong Kong stocks also show signs of capital inflow and market rally. However, compared to the hot trends in traditional financial markets, crypto concept stocks remain in a冷淡 stage. Only a few stocks like BKKT, SMLR, IREN, RIOT maintain weekly gains. In the strong US stock market, only by continuing to focus on rising stocks can investors earn corresponding profits from the upward trend.

Below is a summary of last week’s crypto and stock market information compiled by Odaily Planet Daily, with all US stock data sourced from msx.com.

Crypto Concept Stocks Market Overview

Analysis: Digital assets may transition from speculative tools to financial infrastructure by 2026

Investment bank B. Riley states that as regulation gradually matures and traditional financial institutions begin large-scale deployment of blockchain technology, digital assets are expected to cross a critical threshold in 2026, shifting from primarily speculative assets to practical financial infrastructure. Analysts point out that clearer regulatory rules around stablecoins, ongoing tokenization of real-world assets (RWA) by institutions, improved governance frameworks, and increasing interoperability between bank ledgers and public blockchains are collectively changing the “usage methods” of digital assets, not just their “trading methods.” This evolution is prompting digital asset treasury companies to move from merely accumulating tokens to deploying digital assets in actual operations, creating sustainable and recurring revenue business models.

It is evident that in the new year, if crypto-related listed companies remain in the simple “HODL” mode, their chances of being淘汰 by the market will greatly increase; however, if they can transform in time, develop new crypto institutional businesses, or tap into potential mainstream crypto market demands, they could become the next market favorites.

Additionally, Korea’s crypto-friendly policies have already been introduced, which may help Korean listed companies accelerate their crypto sector deployment.

Korea lifts nine-year corporate crypto ban, allowing listed companies to invest up to 5% of net assets in cryptocurrencies

On January 12, the Korea Financial Services Commission finalized guidelines permitting listed companies and professional investors to trade cryptocurrencies. This new regulation ends a nine-year ban, allowing eligible corporate entities to invest up to 5% of their net assets annually in cryptocurrencies listed on Korea’s top five exchanges by market cap.

This policy adjustment is expected to grant market access to about 3,500 entities, including listed companies and registered professional investment institutions. Regulators will also require exchanges to implement staggered execution and order size limits. Discussions are still ongoing regarding whether stablecoins like USDT meet investment eligibility criteria.

Weekly Updates on Crypto and Stock Listed Companies

Representative Companies Holding BTC in Treasury

Last week, global listed companies bought a net total of $1.25 billion worth of BTC, Strategy invested $1.25 billion to purchase 13,627 BTC

According to SoSoValue data, as of January 12, 2025, excluding mining companies, the total weekly net buy-in of Bitcoin by global listed companies was $1.25 billion.

Strategy (formerly MicroStrategy)) announced on January 12 that it invested $1.25 billion to add 13,627 BTC at an average price of $91,519, bringing its total holdings to 687,410 BTC, valued at $62.348 billion, with an average cost of $75,353 per BTC, and an unrealized profit of $10.55 billion.

Japanese listed company Metaplanet did not purchase Bitcoin last week.

As of press time, the total Bitcoin holdings of global listed companies (excluding mining firms) amount to 937,310 BTC, with a current market value of approximately $85.02 billion, accounting for 4.7% of Bitcoin’s circulating market cap.

Trump’s Second Son: ABTC is the 19th Largest Bitcoin Treasury Company, Next to Surpass Galaxy

On January 7, Trump’s second son Eric Trump posted on X that American Bitcoin (ABTC) has become one of the fastest-growing Bitcoin companies globally within just four months. Its Bitcoin holdings have now surpassed KindlyMD (NAKA), making it the 19th largest Bitcoin treasury company. ABTC’s next goal is to surpass the current 18th-ranked Next Technology and 17th-ranked Galaxy.

Earlier, it was reported that the Trump family-backed Bitcoin mining company American Bitcoin Corp disclosed that its total Bitcoin holdings had increased to 5,427 BTC.

ETH Treasury Listed Companies

BitMine disclosed an increase of 24,266 ETH last week, bringing total holdings to 4.168 million ETH

On January 12, Ethereum treasury company BitMine Immersion Technologies announced that its crypto holdings include 4,167,768 ETH, 192 BTC, equity in Eightco Holdings valued at $23 million, and $988 million in cash without liabilities. Last week, it added 24,266 ETH. Additionally, it has staked a total of 1,344,224 ETH, worth $4.15 billion. Currently, BitMine’s ETH holdings are valued at $12.878 billion, with an average cost of $3,862 per ETH, and an unrealized loss of $3.225 billion.

Tom Lee: Urgently Need to Accelerate Authorization for BitMine to Issue New Shares, or ETH Accumulation Will Slow

Tom Lee previously stated in his chairman’s speech that BitMine shareholders should vote in favor of increasing authorized shares before the upcoming annual general meeting on January 15, 2026. Due to a special provision in BitMine’s articles requiring 50.1% of circulating shares to support the issuance of new shares, this is a high threshold. Immediate action is needed to issue new shares because the current 500 million authorized shares are about to be exhausted, which would slow ETH accumulation. Therefore, shareholders are urged to approve a second proposal to increase the authorized shares.

Bit Digital: Holds over 155,000 ETH as of the end of 2025, with a market value exceeding $460 million

On January 7, NASDAQ-listed Bit Digital released updates on Ethereum treasury and staking, revealing that after adding 642 ETH in December, it held 155,227.3 ETH as of December 31, 2025, with a market value of about $460.5 million. The company has also staked 138,263 ETH, accounting for 89% of its total ETH holdings, generating approximately 389.6 ETH in staking rewards.

Major Altcoin Treasury Companies

ALT5 Sigma reports holding approximately 7.28 billion WLFI tokens and exploring stablecoin USD1 integration

On January 12, NASDAQ-listed WLFI treasury company ALT5 Sigma released its latest quarterly report, showing a net profit of about $57 million for Q3 2025, with shareholders’ equity increasing to approximately $1.6 billion as of September 27, 2025. It is currently the largest holder of WLFI tokens among US-listed companies, with about 7.28 billion tokens. The company is also actively exploring integrating the stablecoin USD1 into its payment and financial platforms ALT5 Pay and ALT5 Prime.

Bakkt Announces Name Change and Acquisition of Stablecoin Payment Infrastructure Provider DTR

On January 12, NYSE-listed Bakkt announced the acquisition of Distributed Technologies Research (DTR), a global stablecoin payment infrastructure provider. The completion of this deal depends on customary closing conditions or exemptions, including approval from relevant regulators and Bakkt shareholders. Additionally, Bakkt plans to change its company name to “Bakkt, Inc.” effective January 22, 2026, with its stock trading symbol remaining unchanged.

NASDAQ-listed AIxCrypto Plans to Invest $10 Million in Faraday Future

On January 7, NASDAQ-listed AIxCrypto (AIXC) announced plans to invest $10 million in Faraday Future through common stock purchases. AIxCrypto intends to use these shares as the underlying assets for its first tokenized equity product. AIxCrypto, formerly QLGN, rebranded and transitioned into a crypto and Web3 platform last November, focusing on stock tokenization and RWA business.